Forms let you define structured data collection templates that your AI agent fills out during calls. Each form has typed fields (like phone, email, text, number, select, or multiselect), and the collected data is stored with the call record.

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Field Types

For Select and Multi-select fields, you’ll need to define the available options when creating the field.

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Using Forms in Workflows

To use a form during a call, add a Form state node in the workflow builder:

1. Open your workflow in the /workflows page.
2. Add a new state and select the Form type.
3. Choose an existing form or create a new one inline.

When the call reaches the form state, the AI agent will conversationally collect the required information from the caller based on your field definitions.

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Viewing Collected Data

After a call completes, the filled form data appears on the call detail page. Navigate to /calls and select a call to view the collected responses.

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Post-Call Integrations

Form data is included in post-call webhook payloads, so you can send collected data to your CRM, spreadsheet, or any other system. See the Webhooks documentation for setup details.